The Pilot Money Guys

The Pilot Money Guys

Informazioni

The Pilot Money Guys are a group of financial planners with a passion for bringing together financial planning and the commercial airline industry. Brought to you by a team of financial planners with backgrounds flying for major US airlines and military service. If you have questions about personal finance with an interest in news and interesting stories from the airlines, then we hope you will give us a listen. https://www.leadingedgeplanning.com
100
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English
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Episodi25
Flight #120: Why Stock Picking Is Harder Than You Think with Hank Bessembinder

Flight #120: Why Stock Picking Is Harder Than You Think with Hank Bessembinder

Dec 26, 2025·

What if most individual stocks actually don't outperform and a small handful of massive winners are doing all the heavy lifting? In this episode, renowned finance professor Hank Bessembinder joins the show to break down...

Flight #119: Investing Through Peaks, Bubbles & Uncertainty with Nolan Clark and Andy Christopher

Flight #119: Investing Through Peaks, Bubbles & Uncertainty with Nolan Clark and Andy Christopher

Dec 12, 2025·

What if we're asking the wrong question about market peaks, bubbles, and crashes? Everyone wants to know what happens next, but this episode shifts the focus to what you can actually control: risk, timing, and smart...

Flight #118: Redefining Success, Struggle, and Purpose with Ryan Watson

Flight #118: Redefining Success, Struggle, and Purpose with Ryan Watson

Nov 21, 2025·

What happens when success, identity, and purpose collide with some of the hardest battles a person can face? In this powerful conversation with Ryan Watson, we explore the realities many pilots and high-performing...

Flight #117: Public vs Private: Where Should You Really Be Investing?

Flight #117: Public vs Private: Where Should You Really Be Investing?

Nov 7, 2025·

Are private equity and alternative investments really the secret weapon of the wealthy or are public markets still your best bet? In this episode, we tackle one of the most common questions we hear: should you look...

Flight #116: Inside the Economics of the Airline Industry with Volodymyr Bilotkach

Flight #116: Inside the Economics of the Airline Industry with Volodymyr Bilotkach

Oct 24, 2025·

Why do airlines struggle to make money even when planes are full? In this episode, we unpack the surprising economics behind one of the world's most essential yet fragile industries. From razor-thin profit margins to...

Flight #115: Roth Catch-Ups and the Secure Act 2.0

Flight #115: Roth Catch-Ups and the Secure Act 2.0

Oct 10, 2025·

What do the new Secure Act 2.0 rules mean for Roth contributions and retirement planning in 2025? In this episode, we explore what pilots and high-income earners need to know about Roth catch-up contributions, required...

Flight #114: The Science of a Happy Retirement with Dr. Michael Finke

Flight #114: The Science of a Happy Retirement with Dr. Michael Finke

Sep 26, 2025·

What actually makes for a happy, fulfilling retirement? Is it all about the numbers, or is there more to the story? In this episode, Dr. Michael Finke—professor, researcher, and one of the most respected voices in...

Flight #113: The Pros and Cons of Private Equity

Flight #113: The Pros and Cons of Private Equity

Sep 12, 2025·

What exactly is private equity, and why is it suddenly being linked to your 401(k)? In this episode, we break down the recent executive order that directs the Department of Labor to explore ways of including private...

Flight #112: How NOT to Run Out of Money in Retirement

Flight #112: How NOT to Run Out of Money in Retirement

Aug 29, 2025·

How can you avoid running out of money in retirement and still live the life you want? In this episode, we break down the most important strategies for sustainable retirement spending. You'll learn how retirement...

Flight #111: Social Security Myths, Money, and the Truth

Flight #111: Social Security Myths, Money, and the Truth

Aug 15, 2025·

Is Social Security really running out of money, or is that just a headline meant to scare you? In this episode, we cut through the noise to uncover the truth about its future, its viability, and how it actually works...

Flight #110: Unpacking the "One Big Beautiful Bill Act"

Flight #110: Unpacking the "One Big Beautiful Bill Act"

Jul 25, 2025·

Are you wondering what the sweeping changes brought by the recently passed "One Big Beautiful Bill Act" (OBBBA) are? In this episode, we break down the new legislation, providing a clear overview of how it impacts...

Flight #109: Care Around the Block - Elderly Care Part 2

Flight #109: Care Around the Block - Elderly Care Part 2

Jul 11, 2025·

What do you do when your aging parent needs care, but you live across the country and don't know where to start? In this episode, Casey Rausin, RN, CCM, and CEO of HOMECAREceo Forum, joins the show to help answer that...

Flight #108: Understanding Medicare, Early Retirement & Health Insurance with Cole Craven

Flight #108: Understanding Medicare, Early Retirement & Health Insurance with Cole Craven

Jun 27, 2025·

Is Medicare more confusing than it should be? If you're nearing retirement or thinking about leaving your job early, the healthcare piece can feel overwhelming and expensive. In this episode, we sit down with Cole...

Flight #107: Making Sense of Long-Term Care Insurance Options with Amy Arnett

Flight #107: Making Sense of Long-Term Care Insurance Options with Amy Arnett

Jun 13, 2025·

Does the phrase "long-term care" make you cringe? If so, you're not alone, but it's something we all need to think about eventually. In this episode, we sit down with Amy Arnett, VP of Insurance Solutions at DPL...

Flight #106: Understanding Market-Based Cash Balance Plans

Flight #106: Understanding Market-Based Cash Balance Plans

May 23, 2025·

What is a Market-Based Cash Balance Plan (MBCBP), and why is it becoming the go-to retirement vehicle for pilots at major airlines like Delta? In this episode, we explain what an MBCBP actually is, how it's different...

Flight #105: The Power of Gratitude

Flight #105: The Power of Gratitude

May 9, 2025·

Can a mindset of gratitude really change your financial life? In this episode, we explore how the power of gratitude directly influences your outlook, your decisions, and ultimately, your financial success. You'll learn...

Flight #104: How to Retire Confidently in a Volatile Market

Flight #104: How to Retire Confidently in a Volatile Market

Apr 25, 2025·

What if you're about to retire—and the market takes a nosedive? For those in their 60s, looking toward retirement at 65, market volatility can feel like a punch to the gut. In this episode, we dive into how to...

Flight #103: Thriving Through Market Uncertainty

Flight #103: Thriving Through Market Uncertainty

Apr 11, 2025·

What do you do when the world feels unpredictable—and your financial future even more so? In this episode, we're diving into how pilots can mentally and financially prepare for uncertain times. From industry shake-ups...

Flight #102: How to Prioritize Health and Nutrition While Traveling with Mark and Adriana Covell

Flight #102: How to Prioritize Health and Nutrition While Traveling with Mark and Adriana Covell

Mar 28, 2025·

What good is wealth if you don't feel good? For busy professionals—especially pilots—maintaining health and nutrition while constantly on the go is a major challenge. In this episode, financial planner Mark Covell and...

Flight #101: The Power of Direct Indexing and Tax Management with Shawn Jaberzadeh

Flight #101: The Power of Direct Indexing and Tax Management with Shawn Jaberzadeh

Mar 14, 2025·

Is direct indexing the right investment strategy for you? In this episode, Shawn Jaberzadeh, Co-Head of Enterprise Group at Dimensional Fund Advisors, breaks down how direct indexing works and when it might be a better...

Flight #100: Raising Money-Smart Kids

Flight #100: Raising Money-Smart Kids

Feb 28, 2025·

How can you teach your kids smart money habits without creating entitlement? In this episode, we dive into the essential lessons of raising financially responsible children. We explore the challenges first-generation...

Flight #99: From Fighter Pilot to Author with Jack Stewart

Flight #99: From Fighter Pilot to Author with Jack Stewart

Feb 14, 2025·

What does it take to transition from a TOPGUN fighter pilot to a bestselling author? Jack Stewart, a former U.S. Navy fighter pilot with 23 years of service, joins the show to share his fascinating journey from flying...

Flight #98: How to Move From Success to Significance With Anthony Thompson

Flight #98: How to Move From Success to Significance With Anthony Thompson

Jan 31, 2025·

What does it take to redefine success and find joy in the journey, not just the results? In this episode, we're joined by Anthony Thompson, CEO of Thompson Consulting & Advising, a mindset and performance coach, and...

Flight #97: Building Financial Success for Young Professionals

Flight #97: Building Financial Success for Young Professionals

Jan 17, 2025·

Are you a young professional pilot looking to build a solid financial foundation? In this episode, we sit down with Lisa Rosenthal, COO, Nolan Clark, Associate Financial Planner, and Jon Schultz, Paraplanner, to discuss...

Flight #96: Replay - Is the Market Overvalued? Understanding Market Valuation and Investment Strategies

Flight #96: Replay - Is the Market Overvalued? Understanding Market Valuation and Investment Strategies

Jan 3, 2025·

Is the market overvalued and on the brink of an implosion? Join us as we dive into the intricacies of market valuation and investment strategies. In this replay episode, we're tackling some of the pressing questions...

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